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533 hedge funds and large institutions have $24.7B invested in Aon in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 177 increasing their positions, 193 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

64% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $24.3M

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

6% more funds holding

Funds holding: 502533 (+31)

5% more capital invested

Capital invested by funds: $23.5B → $24.7B (+$1.18B)

1.15% more ownership

Funds ownership: 84.14%85.29% (+1.1%)

8% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 193

Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.8%
New
68
Increased
177
Reduced
193
Closed
27
Calls
$39.9M
Puts
$24.3M
Net Calls
+$15.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B +$728K +6,880 +0%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.5B +$410M +3,874,247 +39%
Artisan Partners
3
Artisan Partners
Wisconsin
$1.48B +$30.5M +288,607 +2%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.45B -$47.1M -445,403 -3%
State Street
5
State Street
Massachusetts
$1.43B -$57.4M -542,999 -4%
Lazard Asset Management
6
Lazard Asset Management
New York
$1.21B +$4.58M +43,287 +0.4%
Harris Associates
7
Harris Associates
Illinois
$857M -$109M -1,030,880 -12%
BIT
8
BlackRock Institutional Trust
California
$816M -$10.6M -100,616 -1%
LP
9
Longview Partners
Guernsey
$790M -$13.3M -125,340 -2%
FPA
10
First Pacific Advisors
California
$656M -$110M -1,039,129 -15%
Boston Partners
11
Boston Partners
Massachusetts
$608M -$25.5M -241,265 -4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$566M -$59.7M -564,622 -10%
Principal Financial Group
13
Principal Financial Group
Iowa
$565M -$14.1M -133,759 -3%
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$520M +$26.7M +252,172 +6%
Invesco
15
Invesco
Georgia
$459M +$7.45M +70,396 +2%
Norges Bank
16
Norges Bank
Norway
$453M -$261M -2,469,222 -37%
Ameriprise
17
Ameriprise
Minnesota
$449M -$31.5M -298,170 -7%
BFA
18
BlackRock Fund Advisors
California
$371M -$92.7M -875,967 -20%
Northern Trust
19
Northern Trust
Illinois
$350M -$7.4M -69,979 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$264M -$13.9M -130,969 -5%
AGA
21
Altrinsic Global Advisors
Connecticut
$248M -$11.6M -109,659 -5%
BG
22
BlackRock Group
United Kingdom
$235M +$13M +123,129 +6%
SI
23
Scharf Investments
California
$230M -$2.68M -25,368 -1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$223M -$10.7M -101,484 -5%
Deutsche Bank
25
Deutsche Bank
Germany
$214M +$53.7K +508 +0%

AON Hedge Fund Activity: Q2 2016 in Review

533 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2016, worth a combined $24.7B — up 5% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AON positions and 27 closed out — a net gain of 41 holders — while 177 added to existing stakes and 193 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $410M. The largest seller was Norges Bank, cutting an estimated $261M.

  • 533 institutional investors held Aon (AON) as of Q2 2016, up from 502 in Q1 2016.
  • Funds reported $24.7B of Aon stock for Q2 2016, up 5% quarter-over-quarter.
  • 68 funds opened new Aon positions in Q2 2016 and 27 closed out, a net change of +41 holders.
  • The largest Aon buyer in Q2 2016 was Massachusetts Financial Services, an estimated $410M added.
  • The largest Aon seller in Q2 2016 was Norges Bank, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2016.